Guru Ownership Trend
Guru Analysis for Cadence Design Systems, Inc. (CDNS)
Cadence Design Systems, Inc. (CDNS), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $219.42 M.
Top institutional holders include Steven Cohen and Manning & Napier Group.
Institutional sentiment is currently Bearish. This is evidenced by a $251.38 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 283.4%. Conversely, Ray Dalio reduced exposure by 95.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Cadence Design Systems, Inc. (CDNS)
Major holders include Steven Cohen ($106.97 M), Manning & Napier Group ($62.61 M), Cliff Asness ($46.67 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 784,348 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $251.38 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CDNS. The total reported sell value was $289.7 M.
Yes, 3 managers opened new positions in CDNS, and 4 increased their existing holdings. The total reported buy value was $38.32 M.
